bchadwick

“@TSNY
You first said, (I  quote) “The judge’s exact request was: ”The Court directs Mr. ______ to speak with a professional financial planner before the Court will consider granting the application.”
and then you quoted the  in email saying, “ Per our discussion, the judge simply requested that Mr. ______ speaks to a financial professional regarding his transaction with us.
Now whole legitimacy of your right to reply depends on which one is true. A CFA Charter holder is a ‘finacial prefoessionl’ and not a ‘qualified financial planner’  which is as true as any ’ Certified Financial Planner’ is not a qualified ‘financial analyst’.
So, bchad , DoW and andytrader  are right in discouraging you to misrepresent for the sake of $500. Think over and answer yourself  “Are you qualified (CFA charter or no charter, because what you are doing is fundamental calculation which any finance person can do) to give justifiable comprehensive in-depth advice on the mattter, if asked to do so again, not merely half-baked opinion with limited scope and perview?” Unless you have been a finacial planner or otherwise qulaified to do financial planning per se, I don’t think so.